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MM

Michelle Y. Mangum

BISON WEALTH
ATLANTA, GA 30309
Some features on this profile are disabled
CRD#: 1586526
MM

Professional summary

Michelle Y Mangum, who also goes by Michelle Yvette Mangum, Misty Y Mangum, Mitsy Y Mangum, Mitsy Mangum, Michelle Mitsy, is a registered financial advisor currently at BISON WEALTH, LLC located in Atlanta, Georgia.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michelle has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Yvette Mangum | Misty Y Mangum | Mitsy Y Mangum | Mitsy Mangum | Michelle Mitsy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
09/2004 STOCK OWNER AND MEMBER OF THE BOARD AND MEMBER OF THE FINANCE COMMITTEE OF VYSTAR INC, WHICH HOLDS PATENTS ON A PROCESS TO PRODUCE A NON-ALLERGENIC LOW-PROTEIN LATEX. ROLE: INVESTMENT LOCATION: DULUTH, GA. MS. MANGUM WILL DEVOTE 5% OR LESS OF HER TIME TO THIS BUSINESS AND NONE OF THAT WILL OCCUR DURING NORMAL TRADING HOURS. 09/02/2009 - NOTE THAT ON THIS DATE FINRA GAVE ITS APPROVAL TO THE COMPANY, VYSTAR INC, TO TRADE PUBLICLY ON THE PINK SHEETS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Y Mangum's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2025 - Present

BISON WEALTH, LLC

Office #1: 1180 West Peach St. Nw Suite 1910, Atlanta, GA 30309Office #2: 1201 Peachtree Street Ne Ste 200, Atlanta, GA 30361
RIA
CRD#: 299805
ATLANTA, GA
Past

December 18, 2015 - December 31, 2024

BISON WEALTH, LLC

RIA
CRD#: 165931
ATLANTA, GA
Past

February 12, 2013 - October 1, 2015

PARTNERS CAPITAL SERVICES, INC.

RIA
CRD#: 127621
ATLANTA, GA
Past

February 1, 2013 - October 1, 2015

AMERICAN CAPITAL PARTNERS, LLC

BD
CRD#: 119249
ATLANTA, GA
Past

January 17, 2012 - February 1, 2013

L.M. KOHN & COMPANY

RIA
CRD#: 27913
ATLANTA, GA
Past

January 17, 2012 - February 1, 2013

L.M. KOHN & COMPANY

BD
CRD#: 27913
ATLANTA, GA
Past

February 25, 2011 - January 17, 2012

MIDSOUTH CAPITAL, INC.

RIA
CRD#: 35039
ATLANTA, GA
Past

November 11, 2009 - December 31, 2010

MIDSOUTH CAPITAL, INC.

RIA
CRD#: 35039
ATLANTA, GA
Past

August 7, 2009 - January 17, 2012

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

July 27, 2004 - July 28, 2009

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ATLANTA, GA
Past

July 26, 2004 - July 28, 2009

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ATLANTA, GA
Past

December 1, 2003 - June 30, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

January 1, 1999 - June 30, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 16, 1996 - November 3, 1998

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

April 24, 1993 - March 5, 1996

LOEWENBAUM & COMPANY INCORPORATED

BD
CRD#: 26560
AUSTIN, TX
Past

March 15, 1989 - March 29, 1993

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

May 14, 1988 - March 7, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 24, 1987 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(4/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/23/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1987
General Securities Representative Examination

Current Firm

BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)
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Contact information

Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts9,112
AUM (Assets Under Management)$ 2,753,091,446

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BISON WEALTH, LLC

CRD#: 299805Atlanta, GA 30309

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